Where you want to be

With our team behind you every step of the way.

Get out there and explore

Enjoy the open air while knowing the details are being handled

Fee-Only, Fiduciary Investment Management

InTrack Investment Management clients and their families know that we are always there to help them navigate change and stay on course to achieving their long-term goals. We do this by integrating our deep understanding of their individual circumstances and values with our expertise in finance, global economics, entrepreneurial ventures, impact investing, and socially responsible investing. While our ultimate goal is to help them build and sustain wealth, our greatest pleasure is being an ever-present, trusted resource.

We’re getting ready to retire & it’s time to travel.

You’d like to maintain your lifestyle while being able to explore the world, and still leave a legacy for family.

I’m facing a transition & need help with decisions.

Want to instantly see if you're on track to achieve your financial goals?

This short exercise will lead you through questions about yourself, your goals, and your future objectives. You’ll get instant feedback about whether you’re on track or not. Then, you can choose to submit this information to our financial planning team and request that we review the information with you at no obligation. It’s the first step in utilizing our state-of-the-art financial planning software that aggregates all facets of your financial life. Quick, easy, and helpful.

What is SRI?

What is ESG?

Fee Only, Fiduciary Wealth Management

Chances are, you’re one of three types of clients that we work with; approaching retirement, starting to build wealth, or facing changing circumstances. As fee only financial advisors, we do not derive income from selling products. As such, we are positioned to offer you the unbiased advice you need at this stage of your life.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.